See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,167 | $83,908+68.2% | $68,509+106.1% | $125,391+12.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.21% | 14.48%-14.7pp | 8.27%-8.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $10,503 | $3,031+246.5% | $2,278+361.1% | $4,866+115.8% |
| Participant deferral / active EE | $3,932 | $4,125-4.7% | $3,382+16.2% | $5,352-26.5% |
| Admin fee / account holder | $16,068 | $8,982+78.9% | $5,275+204.6% | $9,540+68.4% |